#21 Pilgrimage to the Oracle

Investing by the Books

In this special episode, we discuss our adventure to Omaha and insights from watching Buffett and Munger on stage at Berkshire Hathaway’s annual meeting 2022. With thousands of like-minded investors attending, we took the opportunity to interview four seasoned money managers: Shree Viswanathan, Christian Billinger, Rajeev Agrawal, and Adam J. Mead.

We welcome all suggestions of interesting authors, books, investors, and voracious readers around the world @IB_Redeye. The episode was recorded between April 29 and May 1st, 2022. For more info about the podcast, go to the episode page.

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Episode Chapters

(00:00) Omaha: Day 1

(05:16) Omaha: Day 2

(08:37) Interview: Shree Viswanathan, SVN Capital

(13:27) Interview: Christian Billinger, Billinger Förvaltning

(16:49) Interview: Rajeev Agrawal, DoorDarshi India Fund

(25:40) Takeaways from KEDM/Kuppy's Event

(27:40) Takeaways from Berkshire’s Q&A

(40:49) Takeaways from Trupanion’s AGM

(42:47) Interview: Adam J. Mead, Mead Capital Management

(53:20) Takeaways from Willow Oaks Asset Management’s Event

(59:24) Takeaways from Markel Corporation’s Brunch

(1:02:18) Final remarks

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Books Mentioned

• The Oracle's Fables - John Prescott
• Getting There - Gillian Zoe Segal
• The Complete Financial History of Berkshire Hathaway - Adam Mead
• The Intelligent Investor - Ben Graham

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About the podcast

Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books

Twitter: https://twitter.com/IB_Redeye

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What is Investing by the Books?

Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.

Visit the website: http://www.investingbythebooks.com/

Follow on Twitter: https://twitter.com/Investbythebook

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What is Redeye?

Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality.

Visit the website: https://www.redeye.se/

Follow on Twitter: https://twitter.com/Redeye_

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Disclaimer

Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se